Estimated Net Worth
- $875 K - $3.2 M
Salary
- $80 K
Employment
- Started 10/09/2022
Records
Financial Disclosure Details - OGE Form 278e (11/08/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Philadelphia, Pennsylvania | Chief of Staff, Strategic Planning | 11/2020 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Biden for President | Salary | $27,277 | |
2 | Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) | |
3 | Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | |
4 | Tesla, Inc. (TSLA) | $1,001 - $15,000 | None (or less than $201) | |
5 | Netflix, Inc. (NFLX) | $1,001 - $15,000 | None (or less than $201) | |
6 | PayPal Holdings, Inc. (PYPL) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Philadelphia, Pennsylvania | Chief of Staff for Strategic Planning |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | |
2 | Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | |
3 | Vanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | $1,001 - $15,000 | None (or less than $201) | |
4 | Calamos Market Neutral Income Fund Class I Shares (CMNIX) | $1,001 - $15,000 | None (or less than $201) | |
5 | JPMorgan Global Bond Opportunities Fund Class I Shares (GBOSX) | $1,001 - $15,000 | None (or less than $201) | |
6 | Guggenheim Total Return Bond Fund Institutional Class Shares (GIBIX) | $1,001 - $15,000 | None (or less than $201) | |
7 | JPMorgan Equity Income Fund Class I Shares (HLIEX) | $15,001 - $50,000 | $201 - $1,000 | |
8 | Lord Abbett Short Duration Income Fund Class I Shares (LLDYX) | $1,001 - $15,000 | None (or less than $201) | |
9 | ClearBridge Large Cap Growth Fund Class I Shares (SBLYX) | $15,001 - $50,000 | None (or less than $201) | |
10 | First EagleGlobal Fund Class I Shares (SGIIX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Yum! Brands Inc | $1,001 - $15,000 | None (or less than $201) | |
2 | Monolithic Power Systems, Inc. (MPWR) | $15,001 - $50,000 | None (or less than $201) | |
3 | Repligen Corp. (RGEN) | $15,001 - $50,000 | None (or less than $201) | |
4 | Tesla, Inc. (TSLA) | $15,001 - $50,000 | None (or less than $201) | |
5 | Globant SA | $15,001 - $50,000 | None (or less than $201) | |
6 | Fortinet, Inc. (FTNT) | $15,001 - $50,000 | None (or less than $201) | |
7 | EPAM Systems, Inc. (EPAM) | $15,001 - $50,000 | None (or less than $201) | |
8 | Paylocity Holding Corp. (PCTY) | $15,001 - $50,000 | None (or less than $201) | |
9 | Amazon.com, Inc. (AMZN) | $15,001 - $50,000 | Capital Gains | $5,001 - $15,000 |
10 | Microsoft Corp. (MSFT) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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